SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / VBR

Tillar-Wenstrup Advisors, LLC’s Vanguard Index Fds Position

Does Tillar-Wenstrup Advisors, LLC own Vanguard Index Fds (VBR)? Not currently — the last reported position was 33.7K shares worth $5M in Q4 2022; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$5M
Q4 2022
Shares
33.7K
% of Portfolio
+2.58%
Quarters Held
5
position exited

Position History VBR

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’22: $4MQ1 ’22Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $5MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202233.7K$5M+2.58%
Q3 202225.1K$4M+1.80%
Q2 202225.1K$4M+1.88%
Q1 202224.3K$4M+2.04%
Q4 201915.4K$2M+1.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of VBR.